Roger McCoy (CRD# 862811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cameron, MO and has over 44 years of experience in the finance industry.
CRD# 3023093
Thrivent Investment Management Inc.
CRD# 2639302
Eagle Strategies LLC
CRD# 6757964
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rental Real Estate | Cameron, MO | Jul 2011 - Current | 12 |
| Raymond James Financial Services Advisors, Inc. | Cameron, MO | Jan 2009 - Current | 15 |
| Raymond James Financial Services | Cameron, MO | Sep 1999 - Current | 24 |
| Roger Mccoy-real Estate | Cameron, MO | May 1984 - Current | 39 |
| Roger Mccoy Financial Services LLC | Cameron, MO | May 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1979 |
- MO
-
Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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